证券代码：002640 证券简称：跨境通 跨境通宝电子商务股份有限公司投资者关系活动记录表 编号：2016-008 | --- | --- | --- | |----------------|-----------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Group 1: Company Overview - Cross-Border E-commerce Company, Kuaijingtong, is a leading player in the domestic cross-border e-commerce retail sector, officially transforming its business in 2014 through the acquisition of Shenzhen Global Easy Buy [1] - The company has expanded its business ecosystem by acquiring key players like Qianhai Patoson and Shanghai Youyi E-commerce, forming a complete cross-border import and export e-commerce business model [1] Group 2: Business Segments - The company operates two main business segments: cross-border e-commerce export and import [2] - The export segment focuses on online self-operated channels such as Gearbest and ZAFUL, while the import segment, led by Shanghai Youyi E-commerce, provides one-stop operational services for brands [2] Group 3: Financial and Market Insights - The overseas live streaming market was valued at over $2.2 billion in 2018 and is projected to reach $11.1 billion by 2021 [3] - Influencer marketing has proven effective, with a reported return of $6.5 for every $1 spent on KOL marketing [3] Group 4: Collaboration and Marketing Strategies - The company has maintained close collaborations with top influencers like Li Jiaqi and Viya since early 2019, achieving over 50 live streaming sessions with Li Jiaqi alone [2] - The company has expanded its product categories in cross-border imports, focusing on maternal and infant products, health supplements, and personal care items, with 32 brands served by the end of 2019 [2] Group 5: Future Plans - The company plans to enhance its live streaming capabilities, with a live streaming base expected to be operational by mid-2020, aiming for multi-channel and multi-time slot operations [3]

证券代码：002640 证券简称：跨境通 跨境通宝电子商务股份有限公司投资者关系活动记录表 编号：2019-002 | --- | --- | --- | |-----------------------------|---------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ...

证券代码：002640 证券简称：跨境通 跨境通宝电子商务股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------------|-------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：002640 证券简称：跨境通 跨境通宝电子商务股份有限公司投资者关系活动记录表 编号：2018-001 | --- | --- | --- | |-----------------------|-------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：002640 证券简称：跨境通 跨境通宝电子商务股份有限公司投资者关系活动记录表 编号：2018-002 | --- | --- | --- | |----------------|------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Financial Performance - The company achieved a total revenue of 987,482.14 million yuan in the first half of 2018, representing a year-on-year growth of 77.23% [4] - Operating profit reached 62,493.12 million yuan, with a year-on-year increase of 49.49% [4] - Net profit attributable to shareholders was 50,699.11 million yuan, marking a 61% increase compared to the previous year [4] Operational Improvements - The logistics system has seen significant upgrades, reducing delivery times to the US to approximately 7-8 days with a delivery success rate of about 98% [5] - The integration and enhancement of the supply chain system have been implemented, focusing on systematic management and optimization [5] - The data team has expanded to 130 members, with a total of 1,000+ technical staff across the company [5] Strategic Focus - The company is shifting its core strategy towards platformization for electronic websites and branding for clothing websites, expecting faster growth in the second half of 2018 [6] - The management team has been strengthened, with a focus on high standards and strict performance evaluations [5] - The company anticipates a net profit growth rate of 50%-80% for the period from January to September 2018 compared to the same period last year [6] Market Position and Challenges - The company maintains a competitive edge in the overseas e-commerce market, which is still considered a blue ocean [5] - Despite challenges in the international trade environment, the company expects minimal impact on its B2C business due to its low average order value of $50 [5] - The company is actively optimizing advertising strategies through data analysis to enhance performance [5] Inventory and Financial Metrics - Accounts receivable increased from 663 million yuan at the end of the previous year to 1.511 billion yuan by June 2018, influenced by the consolidation of the subsidiary [7] - The overall gross margin has declined due to changes in business structure after the consolidation of the subsidiary, which has a lower gross margin [7] - Inventory levels rose to 3.761 billion yuan from 2.476 billion yuan year-on-year, with no significant changes in the proportion of clothing and electronics inventory [8]

证券代码：002640 证券简称：跨境通 跨境通宝电子商务股份有限公司投资者关系活动记录表 编号：2018-004 | --- | --- | --- | |-------------------------|------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| ...

证券代码：002640 证券简称：跨境通 跨境通宝电子商务股份有限公司投资者关系活动记录表 编号：2018-003 | --- | --- | --- | |-------------------------|------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | ...

证券代码：002640 证券简称：跨境通 跨境通宝电子商务股份有限公司投资者关系活动记录表 编号：2018-006 | --- | --- | --- | |-------------------------|----------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活动 | ☑ | 特定对象调研 □分析师会议 | | 类别 | □媒体采访 □业绩说明会 | | | | ...